Use this page to pick the right report for your data, and to change how Reporter works for your company if the defaults don’t fit.
- Intent: what you want Reporter to produce.
- Source: where the data comes from.
- Playbook: your company’s custom instructions for Reporter. In the app, these are called Reporting Profiles.
You don’t need a profile to get started. The standard intents work without one.
Intents and their sources
Reporter only offers what fits your company type and your sources.
| Intent | What it produces | Sources |
|---|---|---|
| Single Statement | One financial statement | Upload, email, QuickBooks, NetSuite |
| Financing Package | Core financial statements and lender-ready documents, in one collection | Upload, email, QuickBooks, NetSuite |
| Mini 10-K | A compact annual reporting package | Upload, email, QuickBooks, NetSuite |
| Statement of Financial Condition Summary | Company information, core financial statements, selected schedules and a summary | QuickBooks, NetSuite |
| Periodic Performance Review | A board-prep review of one period. See Scheduled reviews | NetSuite |
| Investment Statement | An investment report and dashboard snapshot from a brokerage or custodian statement | Upload, email, Fidelity, Interactive Brokers, Charles Schwab |
Connect a source
Go to Publish > Sources.
- Accounting: connect QuickBooks or NetSuite.
- Email: create an inbox, a dedicated address that receives statements and supporting documents for this company.
- Upload: nothing to set up. Add files when you start a report.
For a monthly routine using brokerage statements, see Reporting examples.
Report as yourself
You can report as a person as well as a company, for investment statements only. The other intents are for companies.
- In your personal context, go to Publish > Reporting Profiles.
- Choose Set up reporting profile. This creates your personal reporting record and opens a new profile.
- Choose a source. People can use direct upload or email; accounting connections are for companies.
Create a reporting profile
A profile tells Reporter which source to use and which report to produce. Create one when the same report needs the same setup each time.
Start the profile
Go to Publish > Reporting Profiles and choose New Profile.
Describe it
Enter the Name, Category and Description. Category only organizes your profiles; it doesn’t change how they run. Choose Save and Choose Strategy.
Choose and configure a strategy
The strategy is the report the profile runs. It sets which source document and settings are needed.
Attach Golden Documents
Optional. See Use Golden Documents.
Activate it
Choose Save Draft to keep working, or Activate in Reporter to make it available.
If you see Custom profile activation is locked on this workspace, you can still use the standard intent by choosing Use Default Intent in Reporter.
Customize how Reporter writes for you
Open a profile to add guidance for your company:
- Enabled reporting intents: which intents appear in Reporter for this company.
- Custom analysis instructions: for example, “Focus on working capital, cash runway and covenant risk.”
- Reporting audience framing: for example, “Write for a board audience, not a tax preparer.”
- Special accounting treatment notes: for example, “Explain unusual related-party items.”
- Optional source overrides: guidance for one source only, with its own Output emphasis and Required schedules.
Leave these blank unless your company needs something different. Each save creates a new draft version, and a draft isn’t live until you choose Publish Selected Draft.
Use Golden Documents
Golden Documents are approved examples of the output you trust, such as a lender-ready package or a board-approved report. They help Reporter follow a known format, calculation approach or review standard.
They guide the shape of the report. They don’t replace your source data.
- A Golden Document must be approved, redacted, a generated sample, or synthetic. Raw private or pending documents can’t be used.
- Use references that match the same audience and purpose, and are current for the period.
- Keep the set small. Unrelated references make a report harder to review and less predictable.